A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical ...
A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical ...
A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical ...
A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical ...
Client Services Coordinator
Chamblee, GA · On-site
$17/hr
Promote LifeLine's mission by educating the public about key programs such as Friendly Finder and ... Take responsibility to notify kennel management or veterinary staff if any animal shows signs of ...
Quick apply
Client Services Coordinator
Chamblee, GA · On-site
$17/hr
Promote LifeLine's mission by educating the public about key programs such as Friendly Finder and ... Take responsibility to notify kennel management or veterinary staff if any animal shows signs of ...
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Atlanta, GA · On-site
Make an impact The Customer Services Program Manager leads strategic customer service initiatives ... Act as an internal voice of the client \ advocate within Swisslog whilst balancing this with the ...
CS Program Manager
Atlanta, GA · On-site
Make an impact The Customer Services Program Manager leads strategic customer service initiatives ... Act as an internal voice of the client \ advocate within Swisslog whilst balancing this with the ...
Client Services Associate - Atlanta, GA
Atlanta, GA · On-site
$57K - $85K/yr
As a Client Services Associate supporting our Turnkey Asset Management Program (TAMP), you'll partner with Advisors and external financial professionals to deliver a seamless client experience-from ...
Client Services Associate - Atlanta, GA
Atlanta, GA · On-site
$57K - $85K/yr
As a Client Services Associate supporting our Turnkey Asset Management Program (TAMP), you'll partner with Advisors and external financial professionals to deliver a seamless client experience-from ...
Client Services Associate - Atlanta, GA
Atlanta, GA · On-site
$57K - $85K/yr
As a Client Services Associate supporting our Turnkey Asset Management Program (TAMP), you'll partner with Advisors and external financial professionals to deliver a seamless client experience-from ...
Client Services Associate - Atlanta, GA
Atlanta, GA · On-site
$57K - $85K/yr
As a Client Services Associate supporting our Turnkey Asset Management Program (TAMP), you'll partner with Advisors and external financial professionals to deliver a seamless client experience-from ...
Senior Program Manager
Atlanta, GA · On-site
$130K - $150K/yr
The Senior Program Manager partners closely with Sales, Services/Delivery, and Product and Technology leaders to ensure client satisfaction, retention, account growth, and predictable internal ...
Quick apply
Senior Program Manager
Atlanta, GA · On-site
$130K - $150K/yr
The Senior Program Manager partners closely with Sales, Services/Delivery, and Product and Technology leaders to ensure client satisfaction, retention, account growth, and predictable internal ...
The Role The Program Manager is a senior delivery leader within LIDD's Project Services Office (PSO). This role is responsible for overseeing large-scale, multi-workstream client programs while ...
The Role The Program Manager is a senior delivery leader within LIDD's Project Services Office (PSO). This role is responsible for overseeing large-scale, multi-workstream client programs while ...
Program Manager
Atlanta, GA · On-site
The Role The Program Manager is a senior delivery leader within LIDD's Project Services Office (PSO). This role is responsible for overseeing large-scale, multi-workstream client programs while ...
Quick apply
Program Manager
Atlanta, GA · On-site
The Role The Program Manager is a senior delivery leader within LIDD's Project Services Office (PSO). This role is responsible for overseeing large-scale, multi-workstream client programs while ...
Confers routinely with Technical Program Manager and Technical Operations Manager to ensure ... service, or other non-merit-based factors
Confers routinely with Technical Program Manager and Technical Operations Manager to ensure ... service, or other non-merit-based factors
Confers routinely with Technical Program Manager and Technical Operations Manager to ensure ... 365 service. * Day to day work includes desk and personal computer work and interaction with ...
Confers routinely with Technical Program Manager and Technical Operations Manager to ensure ... 365 service. * Day to day work includes desk and personal computer work and interaction with ...
Confers routinely with Technical Program Manager and Technical Operations Manager to ensure ... service, or other non-merit-based factors
Confers routinely with Technical Program Manager and Technical Operations Manager to ensure ... service, or other non-merit-based factors
Program Manager
Atlanta, GA · On-site
$150K - $180K/yr
This critical role ensures the successful delivery of services on time, within budget, and with the ... Strong client relationship management in complex situations. * Excellent communication ...
Program Manager
Atlanta, GA · On-site
$150K - $180K/yr
This critical role ensures the successful delivery of services on time, within budget, and with the ... Strong client relationship management in complex situations. * Excellent communication ...
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Atlanta, GA · On-site
The Program Manager will lead and manage complex Data Warehouse and business intelligence projects, develop strong client relationships, and ensure successful project implementations.
Program Manager
Atlanta, GA · On-site
The Program Manager will lead and manage complex Data Warehouse and business intelligence projects, develop strong client relationships, and ensure successful project implementations.
Program Manager
Atlanta, GA · Remote
Program Manager ROLE SUMMARY The Program Manager leads multiple complex SDLC projects and begins to ... Guide client and management teams to fill delivery gaps * Conduct effective project reviews ...
Quick apply
Program Manager
Atlanta, GA · Remote
Program Manager ROLE SUMMARY The Program Manager leads multiple complex SDLC projects and begins to ... Guide client and management teams to fill delivery gaps * Conduct effective project reviews ...
Client Services Representative
Norcross, GA · On-site
$15 - $20.50/hr
The CSR will also execute administrative and sales-related responsibilities that relate to client relations management. Essential Job Functions and Responsibilities * Create and process orders with ...
Client Services Representative
Norcross, GA · On-site
$15 - $20.50/hr
The CSR will also execute administrative and sales-related responsibilities that relate to client relations management. Essential Job Functions and Responsibilities * Create and process orders with ...
Program Manager
Johns Creek, GA · On-site
Client Overview Our client is a respected leader in electronics contract manufacturing, delivering ... Overview The Program Manager is responsible for leading customer programs from initiation through ...
Quick apply
Program Manager
Johns Creek, GA · On-site
Client Overview Our client is a respected leader in electronics contract manufacturing, delivering ... Overview The Program Manager is responsible for leading customer programs from initiation through ...
Share this job: Share: Share Tax Delivery Manager, Global Employer Services - Individual Client Services with Facebook Share Tax Delivery Manager, Global Employer Services - Individual Client ...
Share this job: Share: Share Tax Delivery Manager, Global Employer Services - Individual Client Services with Facebook Share Tax Delivery Manager, Global Employer Services - Individual Client ...
Android Senior Client Services Manager
Atlanta, GA · Remote
$85K/yr
Employee Assistance Program and Leadership Development Program About 2020 Companies At 2020 ... account management, client services, or retail operations leadership experience within consumer ...
Android Senior Client Services Manager
Atlanta, GA · Remote
$85K/yr
Employee Assistance Program and Leadership Development Program About 2020 Companies At 2020 ... account management, client services, or retail operations leadership experience within consumer ...
Program Manager
Norcross, GA · On-site
Client is seeking an E&S, P&C Standard lines, or Program manager for new position to expand a present program primarily dealing with property, habitational, coastal properties. Seeking creative ...
Program Manager
Norcross, GA · On-site
Client is seeking an E&S, P&C Standard lines, or Program manager for new position to expand a present program primarily dealing with property, habitational, coastal properties. Seeking creative ...
Client Services Program Manager information
See Atlanta, GA salary details
$8.55 - $15.22
1% of jobs
$15.22 - $21.88
5% of jobs
$21.88 - $28.54
9% of jobs
$34.37 is the 25th percentile. Wages below this are outliers.
$28.54 - $35.20
11% of jobs
$35.20 - $41.86
11% of jobs
$41.86 - $48.52
12% of jobs
The median wage is $49.11 / hr.
$48.52 - $55.19
18% of jobs
$61.29 is the 75th percentile. Wages above this are outliers.
$55.19 - $61.85
9% of jobs
$61.85 - $68.51
5% of jobs
$68.51 - $75.17
11% of jobs
$75.17 - $81.83
8% of jobs
$8
$52
$81
How much do client services program manager jobs pay per hour?
What is a client services program manager?
How does a client services program manager typically collaborate with other departments to ensure client satisfaction?
What are the key skills and qualifications needed to thrive as a client services program manager, and why are they important?
What is the difference between Client Services Program Manager vs Client Success Manager?
| Aspect | Client Services Program Manager | Client Success Manager |
|---|---|---|
| Primary Focus | Overseeing client programs, ensuring service delivery, managing multiple projects | Building client relationships, ensuring client satisfaction, driving retention |
| Responsibilities | Program coordination, process improvement, cross-team collaboration | Onboarding, ongoing support, upselling opportunities |
| Credentials | Project management certifications often preferred | Customer relationship management experience, communication skills |
| Work Environment | Corporate, client-facing, project-driven | Customer-centric, relationship-focused, often in SaaS or tech industries |
While both roles focus on client engagement, the Client Services Program Manager manages client programs and project delivery, whereas the Client Success Manager emphasizes building strong relationships and ensuring client satisfaction to promote retention and growth.
How much do client services program managers make in the US?
Tax Manager, Private Client Services
Atlanta, GA • On-site
Full-time
Retirement
Re-posted 27 days ago
BDO USA rating
8.2
Based on 29 frontline employees who took The Breakroom Quiz
Job description
Job Summary:
Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning.
A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.
Job Duties:
- Manages tax and consulting engagements and enhance skills allowing you to identify and address client needs, tax planning, and consulting opportunities
- Works directly with clients and their advisors to gather information needed to prepare tax returns
- Reviews individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to staff and interns
- Directs communication with government agencies for matters of the highest complexity
- Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership
- Develops and expands your understanding of tax concepts and knowledge through client engagements and current tax developments
- Prioritizes and completes tasks both individually and with a team
- Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training
- Builds new relationships and maintains existing relationships with BDO professionals and external sources
Supervisory Responsibilities:
- Supervises associates and senior associates on all projects
- Reviews work prepared by associates and senior associates and provide review comments
- Trains Associates and Seniors how to use all current software tools
- Acts as a Career Advisor to associates and senior associates
- Schedules and manages workload of associates and senior associates
- Provides verbal and written performance feedback to associates and senior associates
Qualifications, Knowledge, Skills and Abilities:
Education:
- Bachelor's degree, required; major in Accounting, Finance, Economics, or Statistics, preferred
- Master's degree in Accountancy or Taxation, preferred
Experience:
- Five (5) or more years prior experience in accounting, finance, or law, required
- Experience working in public accounting, or the private client service area, preferred
License/Certifications:
- Certified Public Accountant credential, Internal Revenue Service Enrolled Agent ("EA") credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent of one of these designations, required
- Possession of other professional degrees or certifications applicable to role, preferred
Software:
- Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required
- Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred
- Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred
Languages:
- N/A
Other Knowledge, Skills & Abilities:
- Initiative
- Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps
- Manages client engagements, supervises, and reviews work of team members
- Communication
- Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative
- Maintains communication with clients even after the work is complete to ensure quality service and maintain a relationship for future work
- Resolves client service issues in a timely and acceptable manner
- Leadership
- Supports a collaborative and team-oriented environment while pushing themselves, their peers, and their teams for strong results and quality work
- Ability to act as primary client contact for return preparation and coordination with client and engagement team on other client tax matters
- Business Development
- Seizes opportunities for new professional contacts when presented; Actively networks professionally outside of BDO
- Involves firm specialists and other business lines to increase cross service opportunities
- People Development
- Supervises, develops, and trains employees
- Acts as a mentor to associates and senior associates
- Provides verbal and written performance feedback to associates and senior associates
Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography.
California Range: $112,000 - $150,000
Colorado Range: $111,500 - $130,000
Illinois Range: $105,000 - $130,000
Maryland Range: $113,000 - $120,000
Massachusetts Range: $120,000 - $127,000
Minnesota Range: $90,000 - $120,000
New Jersey Range: $115,000 - $140,000
Ohio Range: $105,000 - $150,000
NYC/Long Island/Westchester Range: $125,000 - $150,000
Virginia Range: $102,000- $114,000
Washington Range: $110,000 - $125,000
Washington DC Range: $120,000 - $140,000
About Us
At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you'll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.
Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.
BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you'll be part of a team helping clients navigate complexity and move forward with clarity.
We are proud to be an ESOP company, offering participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we're building together.
Learn more about our benefits: BDO Total Rewards encompass more than traditional benefits. Click here to find out more!
*Benefits may be subject to eligibility requirements.
Equal Opportunity Employer, including disability/vets
Click here to find out more!
About BDO
Sourced by ZipRecruiter
At BDO, culture is the first order of business. We succeed when we cultivate a conscious and caring corporate culture that puts people at the center of everything we do. In essence, the business of our business is to help people thrive every day. This mindset powers our growth by supporting the development of our people, the success of our clients, and the betterment of our communities. It means taking an expansive view of what’s possible, and committing ourselves to achieving exceptional outcomes. At BDO, we are cultivating a culture where our professionals thrive in their work of providing middle market leaders with insight-driven perspectives and assurance, tax and advisory services, helping companies take business as usual to better than usual.
Industry
Administrative assistance services and accounting services
Company size
10,000+ Employees
Headquarters location
Chicago, IL, US